Money & Stuff

Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be!


Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money and Stuff is a DBA of Foundation Wealth Partners. Money and Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associated with Foundation Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Content is for educational purposes only. Consult a financial adviser or conduct your own due diligence of investing. Calls are prescreened and the show was prerecorded live earlier this week. All information provided through the following presentation is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views.


The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Foundation Wealth Partners. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.


Foundation Wealth Partners does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness.


All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

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Episoder(69)

3 TikTok Tax Tips to Avoid

3 TikTok Tax Tips to Avoid

Sam Rodriguez CFP® & Conor Shepard are wrapping up 2024 by talking about some popular "tax strategies" circulating TikTok and why they may be more risky than beneficial depending on your situation. I...

17 Des 202433min

Volatility and Votes: How Elections Impact the Markets

Volatility and Votes: How Elections Impact the Markets

With the election right around the corner, Sam Rodriguez CFP® & Conor Shepard are back to talk about what election years mean for the stock market as well as the misconceptions surrounding them. In t...

8 Okt 202426min

7 Biggest Retirement Mistakes to Avoid

7 Biggest Retirement Mistakes to Avoid

Sam Rodriguez CFP® & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to a...

6 Jun 202429min

Why Are Baby Boomers Watching So Much Television?

Why Are Baby Boomers Watching So Much Television?

Sam Rodriguez CFP® & Conor Shepard are back! In this episode, they talk about some interesting data which found that Baby Boomers seem to watch more television on average compared to younger generat...

21 Mai 202419min

3 Year End Tax To-Do's

3 Year End Tax To-Do's

Sam Rodriguez CFP® & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss: How your 401K contributions affect your taxes and what strategies you ...

14 Des 20239min

5 Reasons to Rent instead of Buy

5 Reasons to Rent instead of Buy

Sam Rodriguez CFP® & Conor Shepard continue their discussion on housing and focus on the reasons (for some) why renting may be better than buying a home. They discuss: Benefits of renting vs buying a...

24 Okt 202317min

5 Reasons You Should Buy a Home

5 Reasons You Should Buy a Home

Sam Rodriguez CFP® & Conor Shepard are talking about the housing market and 5 reasons you should buy a house. They discuss: Positive benefits from home ownershipThe opportunity cost associated with b...

13 Okt 202314min

5 Reasons Home Prices Keep Increasing

5 Reasons Home Prices Keep Increasing

Sam Rodriguez CFP® & Conor Shepard are talking home prices and what could be causing the continued rise in home pricing. They discuss: 5 possible causes for the continued riseWhat factors are involve...

6 Okt 202333min

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